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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.
8,504 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| COORDINATED CAPITAL SECURITIES, INC. CRD 14762 | Fort Atkinson, WI | Corporate platform Corporation | $159.9M | 20 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAI WEALTH MANAGEMENT CRD 277137 | Placentia, CA | Corporate platform Corporation | $159.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOULTON WEALTH MANAGEMENT, INC CRD 304598 | Spokane Valley, WA | Corporate platform Corporation | $159.7M | 3 advisors | Percentage of AUM | View | |
| ZIDEL FINANCIAL INC. CRD 135047 | Breckenridge, CO | Corporate platform Corporation | $159.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT SOLUTIONS GROUP CRD 289069 | Franklin, TN | Corporate platform Corporation | $159.6M | 3 advisors | Fixed fees; REFERRAL FEES | View | |
| RETIREMENT ADVISORS, INC. CRD 122122 | Mobile, AL | Corporate platform Corporation | $159.6M | 1 advisors | Percentage of AUM | View | |
| FUSCO FINANCIAL SERVICES INC CRD 106841 | Wilton Manors, FL | Corporate platform Corporation | $159.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVEST INC. CRD 146357 | Lexington, KY | Corporate platform Corporation | $158.7M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RADIUS WEALTH MANAGEMENT, INC. CRD 168159 | Boston, MA | Corporate platform Corporation | $158.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERUS FINANCIAL GROUP CRD 315153 | Sugar Land, TX | Corporate platform Corporation | $158.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FC360 WEALTH MANAGEMENT, INC. CRD 171788 | Roseville, CA | Corporate platform Corporation | $158.2M | 1 advisors | Percentage of AUM | View | |
| GILBERT CAPITAL GROUP CRD 117268 | CO | Corporate platform Corporation | $158.1M | 1 advisors | Percentage of AUM | View | |
| PROVIDENT LIVING FINANCIAL SERVICES CRD 282665 | Lehi, UT | Corporate platform Corporation | $158.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAROLD DANCE INVESTMENTS CRD 1582 | Logan, UT | Corporate platform Corporation | $158.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| J.V.B. INVESTMENT COMPANY CRD 3998 | Jackson, MI | Corporate platform Corporation | $157.6M | 5 advisors | Percentage of AUM | View | |
| WATER VALLEY INVESTMENT ADVISORS, INC. CRD 116936 | Sioux Center, IA | Corporate platform Corporation | $157.2M | 3 advisors | Percentage of AUM | View | |
| PROFOCUS INCORPORATED CRD 113954 | Phoenix, AZ | Corporate platform Corporation | $156.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIMON WEALTH MANAGEMENT LTD. CRD 298566 | Ra'Anana | Corporate platform Corporation | $156.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STAR WEALTH MANAGEMENT CORPORATION CRD 341885 | Bingham Farms, MI | Corporate platform Corporation | $156.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K GENERATION CRD 154279 | Altamonte Springs,, FL | Corporate platform Corporation | $156.4M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| SPYGLASS INVESTMENT MANAGEMENT CRD 122594 | Terre Haute, IN | Corporate platform Corporation | $156.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) CRD 109965 | Shreveport, LA | Corporate platform Corporation | $156.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY WEALTH MANAGEMENT, INC CRD 168566 | Germantown, MD | Corporate platform Corporation | $156.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRANDYWINE ASSET MANAGEMENT CRD 307564 | Thornton, PA | Corporate platform Corporation | $156.0M | 1 advisors | Percentage of AUM; Performance-based fees | View |